IntelliFlo

Technology

Intelliflo reassures users purchase by Invesco is 'good news'

Poll offered signs of adviser concern

clock 06 June 2018 • 2 min read

Technology

Intelliflo bought by Invesco

Previously owned by European private equity investor

clock 06 June 2018 • 1 min read

Regulation

GDPR and financial advice: Privacy notices (Article 14)

Ramifications for advice firms

clock 23 May 2018 • 8 min read

Technology

FinaMetrica integrates risk-profiler with Intelliflo 'iO' software

Available to FinaMetrica subscribers

clock 21 May 2018 • 1 min read

Regulation

GDPR and financial advice: Privacy notices (Article 13)

Ramifications for advice firms

clock 16 May 2018 • 14 min read

Regulation

GDPR and financial advice: Consent for marketing

Ramifications for advice firms

clock 09 May 2018 • 6 min read

Regulation

GDPR and financial advice: Connected individuals

Ramifications for advice firms

clock 02 May 2018 • 6 min read

Regulation

GDPR and financial advice: Processing data on children

Ramifications for advice firms

clock 25 April 2018 • 3 min read

Technology

PA360: 'Kill your darlings' and embrace tech to serve lower-value clients

Speaking at PA360

clock 24 April 2018 • 2 min read

Technology

PA360: Advisers must ask providers for the 'tech they want'

'Advice will be delivered in new exciting ways' - Iress

clock 24 April 2018 • 2 min read
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